Schwab Charitable

Schwab Charitable Fund

A Flexible, Tax-Smart Way to Manage Your Giving

Open a donor-advised fund account with Schwab Charitable to help achieve your philanthropic goals and realize these benefits:
  • Open an account with as little as $5,000
  • Contribute cash or appreciated assets and receive an immediate tax benefit for your contribution
  • Invest in open architecture investment pools or choose to have your account managed professionally by an advisor (for accounts of $250,000 or more1).  Any growth is tax free.
  • Take your time to be more strategic, separating your tax-oriented giving decisions from your granting decisions
  • Recommend grants as low as $50
  • Give to charity today, and build for a legacy tomorrow
  • Simplify your giving by letting us handle the due diligence, grant distribution, and record keeping
© 2016 Schwab Charitable Fund | All Rights Reserved

Schwab Charitable does not provide specific individualized legal or tax advice. Please consult a qualified legal or tax advisor where such advice is necessary or appropriate.

Schwab Charitable is the name used for the combined programs and services of Schwab Charitable Fund, an independent nonprofit organization. Schwab Charitable Fund has entered into service agreements with certain affiliates of The Charles Schwab Corporation. (0813-5646)

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